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Assistant Wealth Management Jobs (NOW HIRING)

First Merchants Bank

Wealth Advisor II

Columbus, OH · On-site

... assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ...

First Merchants Bank

Wealth Advisor II

Columbus, OH · On-site

... assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ...

FIRST MERCHANTS

Wealth Advisor II

Columbus, OH · On-site

... assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ...

First Merchants Bank

Wealth Advisor II

Columbus, OH · On-site

... assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ...

First Merchant's Bank

Wealth Advisor II

Columbus, OH · On-site

... assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ...

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Assistant Wealth Management information

See salary details

$29K

$48.4K

$69.5K

How much do assistant wealth management jobs pay per year?

As of May 30, 2026, the average yearly pay for assistant wealth management in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

More about Assistant Wealth Management jobs
What cities are hiring for Assistant Wealth Management jobs? Cities with the most Assistant Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Assistant Wealth Management jobs? States with the most job openings for Assistant Wealth Management jobs include:
What job categories do people searching Assistant Wealth Management jobs look for? The top searched job categories for Assistant Wealth Management jobs are:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, 2% Part Time, and 1% Temporary. Highlights an 97% Physical, and 3% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.
Administrative Assistant - Wealth Management

Administrative Assistant - Wealth Management

The National Bank of Indianapolis

Indianapolis, IN • On-site

$17.25 - $23.25/hr

Full-time

Posted 17 days ago

Job description

Administrative Assistant - Wealth Management
Are you highly organized, detail-oriented, and energized by supporting senior leaders and client-focused teams? The National Bank of Indianapolis is seeking an Administrative Assistant in Wealth Management to provide administrative and coordinative support for the Wealth Management division.
In this role, you'll serve as a key partner to the Manager of Wealth Management and various committees within the division, helping ensure smooth operations, exceptional service, and effective communication across teams and clients.
What You'll Do
  • Provide administrative and coordinative support to the Manager of Wealth Management and division leadership
  • Serve as secretary for Wealth Management committees, sub-committees, panels, and taskforces
  • Generate spreadsheets, reports, follow-up lists, and committee materials
  • Assist with the development and communication of Wealth Management procedures and initiatives
  • Coordinate division functions and events, including client communications, referral recognition, marketing initiatives, and entertainment activities
  • Support portfolio management activities, including monitoring cash flow activity, preparing meeting materials, and coordinating client meetings
  • Serve as a secondary point of contact for clients as needed
  • Assist with client distributions and coordinate communications across Wealth Management teams
  • Perform a variety of administrative functions, including mail handling, imaging, filing, special mailings, and maintaining marketing materials

What We're Looking For
  • High school diploma or equivalent required
  • Minimum of 3 years of administrative experience supporting client service professionals; banking or trust support experience preferred
  • Strong written and verbal communication skills with a customer-first mindset
  • Excellent interpersonal skills and professional presence
  • Demonstrated ability to prioritize tasks, manage deadlines, and work independently
  • Strong organizational, problem-solving, and time management skills
  • High degree of accuracy and attention to detail
  • Advanced proficiency in Microsoft Word and Excel

Why Join Us
The National Bank of Indianapolis is the city's only locally owned national bank and is recognized for exceptional service, strong relationships, and a collaborative culture. Our Wealth Management team is committed to delivering highly personalized support and trusted guidance to our clients.
You can expect:
  • A professional, team-oriented environment
  • Meaningful work supporting senior leadership and client relationships
  • Opportunities to grow your skills and broaden your experience
  • A culture grounded in service, collaboration, and excellence

In Summary
Bring your organization.
Bring your professionalism.
Bring your commitment to exceptional service.
We'll provide the support, culture, and opportunity to help you succeed.
Hourly Wage
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.

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